Meridian Wealth Partners’s Vertex VERX Stock Holding History

Meridian Wealth Partners’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Buy	+18,453	New	+$287K	0.03%	108
2024 Q3	–	Sell	-125,291	Closed	-$4.52M	–	114
2024 Q2	$4.52M	Hold	125,291	–	–	0.8%	20
2024 Q1	$3.98M	Sell	125,291 -574	-0.5%	-$15.5K	0.72%	20
2023 Q4	$3.39M	Hold	125,865	–	–	0.65%	20
2023 Q3	$2.91M	Buy	+125,865	New	+$2.59M	0.61%	20
2023 Q2	–	Sell	-115,733	Closed	-$2.39M	–	99
2023 Q1	$2.39M	Buy	+115,733	New	+$1.78M	0.52%	21
2022 Q1	–	Sell	-11,128	Closed	-$177K	–	91
2021 Q4	$177K	Buy	+11,128	New	+$211K	0.04%	80
2021 Q3	–	Sell	-9,172	Closed	-$201K	–	82
2021 Q2	$201K	Buy	9,172 +488	+6%	+$9.91K	0.05%	76
2021 Q1	$191K	Buy	8,684 +4,081	+89%	+$127K	0.06%	73
2020 Q4	$160K	Hold	4,603	–	–	0.07%	71
2020 Q3	$106K	Buy	+4,603	New	+$112K	0.05%	90

Other funds holding VERX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tensile Capital Management Larkspur, California $698M AUM 2.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nomura Holdings

Nomura Holdings Tokyo, Japan $12B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return